CAT vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Caterpillar Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Caterpillar Inc. · Industrials
$794.65
+30.6% upside to fair value
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CAT |
CRWD |
| Current Price |
$794.65 |
$449.61 |
| Fair Value Estimate |
$1,037.56 |
$926.44 |
| Upside to Fair Value |
+30.6%
|
+106.1%
|
| Market Cap |
$371.9B |
$114.0B |
| Forward P/E |
41.8x
|
-619.9x
|
| EV / EBITDA |
27.3x
|
981.7x
|
| Price / Sales |
5.5x
|
23.7x
|
| Price / FCF |
36.2x
|
92.0x
|
| Revenue Growth YoY |
+18.0%
|
+23.3%
|
| Gross Margin |
32.3%
|
74.9%
|
| Operating Margin |
16.6%
|
-5.4%
|
| Return on Equity |
45.1%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.76%
|
1.09%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, with a diversified revenue base across Energy and Transportation, Construction Industries, Resource Industries, and Financial Products. The company benefits from a durable competitive moat driven by its extensive global operations, strong brand, and operational excellence. Despite strong revenue growth of 1…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
| Metric |
CAT |
CRWD |
| Zone Low |
$778.17 |
$694.83 |
| Zone High |
$881.93 |
$787.47 |
| In Buy Zone? |
Yes
|
Yes
|